Research
Research, as it happens.
Short, frequent notes from the desk — the protocols, narratives, and levels we are watching, updated as the work develops. The longer thesis pieces live in Insights.
RWA × privacy · By Tei Tran · June 2026
Private RWAs: owning the real world, privately
A deep dive into ZK-RWAs — how zero-knowledge tokenization restores privacy to ownership, protects human rights, and reconciles compliance with freedom. Real estate first, opened to Zcash (ZEC).
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AI × crypto · By Tei Tran · June 2026
Why AI and blockchain need each other
Why the two defining technologies of the decade converge — with NEAR as the primary example of user-owned AI, plus Bittensor (TAO) as a market for intelligence and Venice (VVV) for private inference.
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Published in the open, when the work warrants it. Detailed material is shared with qualified investors directly — request access.